Updated:
Gerritz Wealth Management, Inc.
GERRITZ WEALTH MANAGEMENT, INC. is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
GERRITZ WEALTH MANAGEMENT, INC. is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What regulatory or compliance history is known for the firm?
As an SEC- or state-registered RIA, Gerritz Wealth Management, Inc. must file Form ADV with the SEC, detailing assets, clients, and disciplinary history. Without access to that filing, no specific compliance events can be cited. No public legal or regulatory actions are known.
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